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Posted by FP Transitions on May 6, 2020
Synthetic Equity
Synthetic equity may be the right solution to solve a host of long-term employee issues. It is used to retain, motivate and reward employees when traditional compensation programs are not enough, staff are not yet ready to be partners or...
Posted by FP Transitions on February 27, 2020
G2 Perspectives : Advice for Next-Generation Owners
As industry leaders in designing and facilitating internal succession plans for financial advisory firms, the leadership team at FP Transitions has its own talented, multigenerational ownership team in place. Our next-generation leaders have unique...
Posted by FP Transitions on February 21, 2020
Financing for Successors
Your principal advisor has invited you to become an owner. Congratulations! The majority of next-generation advisors are energized by the demand for and the opportunity of succession planning, but most founders are stalled leaving successors...
Posted by FP Transitions on November 13, 2019
Targeted Growth Solutions for Financial Advisors - FREE eBook Download
Today’s independent financial advisors face an endless array of opportunities (and challenges). The key is to identify impediments before they arise and to develop strategies for tackling the issues that present the greatest opportunities for...
Posted by FP Transitions on November 7, 2019
Elevating a Legacy : A G2 Success Story
In our first book “Succession Planning for Financial Advisors,” founder David Grau Sr., JD recounted one advisor’s early succession journey, including his ownership team’s bumps and triumphs as they executed the first tranches of their plan. Today,...
Posted by FP Transitions on October 23, 2019
Next-Gen Impact
The sustainability of financial services businesses depends on the incorporation of new talent. The demand for next-generation talent continues to increase as longevity, continuity, and staying competitive become top priorities for many financial...
Posted by FP Transitions on October 21, 2019
NEW Roundtable Talk - G2 Perspectives : Cultural Fit and the Ownership Mentality
In this Roundtable Talk, the next-generation ownership of FP Transitions discuss their own experiences in taking the mantle to shape the team and future of the business. They explore hiring for cultural fit and potential value, the definition of...
Posted by FP Transitions on October 10, 2019
FPT in the News - Journal of Financial Planning: Lay the Foundation for the Next Generation of Ownership
In the October 2019 issue of the Journal of Financial Planning, FP Transitions' Christine Sjölin, VP of Strategic Development and Operations, contributed her article "Lay the Foundation for the Next Generation of Ownership." The article discusses...
Posted by FP Transitions on October 8, 2019
Entrepreneurs Need Intrapreneurs
We all know what an entrepreneur is. Many independent financial advisors would likely identify themselves as an entrepreneur.
Many entrepreneurs worked 18-hour days to get their business off the ground and wore all the hats in the company–CEO,...
Posted by FP Transitions on September 27, 2019
Plotting Your Exit
When should you start developing your exit plan or succession plan?
The short answer is: start the planning process early. Successful internal succession planning can be a 10- to 15-year process so give yourself adequate time. For advisors who want...
Posted by Stuart Smith, JD on September 13, 2019
A Green Paper for Financial Advisors
We write a fair number of white papers every year. As thought leaders, it is part of our job to share our thinking with independent financial professionals in order to advance the profession. In our consulting work, our clients often challenge us...
Posted by FP Transitions on September 10, 2019
FPT in the News - FA Magazine : Roadmap to an Internal Succession Plan
Ahead of FA's 2020 Invest in Women's Conference in April 2020, Michaela G. Herlihy shares important insight and actionable advice for making the transition from employee to owner. She covers identifying and Implementing proper policies and...